Lifestyle funds

Lifestyle – the new formula for wealth

The F&C Lifestyle Funds are four whole of market, risk-rated, fund of funds.
They are linked to client risk profiles 4-7 as specified by Distribution Technology's Dynamic Planner, an independent company and one of the UK's leading providers of advice technology.
The Funds are managed to provide consistent returns over the long-term by generating small amounts of outperformance on a regular and frequent basis.

The Lifestyle Funds can play an important role in achieving a sustainable long-term business model through servicing different client segments in a profitable way. They can offer an excellent single solution for certain client segments, or can be used as a core element of your more sophisticated clients' portfolios.

This micro site is dedicated to the Lifestyle Funds. Find out what the Lifestyle Funds are and how they can help you meet the challenges raised by TCF and the RDR. If you're looking for up-to-date performance, fund commentaries and other statistics, visit the individual Fund pages for Lifestyle Defensive, Lifestyle Cautious, Lifestyle Balanced and Lifestyle Growth.

You can download supporting literature from our literature library. You can also find other useful links on the right.